Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC
Apple is exploring early-stage discussions with Intel and Samsung Electronics to diversify its chip manufacturing beyond TSMC, aiming to reduce supply chain risks and reliance on a single supplier. The move comes amid increased demand for AI-capable devices and geopolitical concerns related to TSMC's operations in Taiwan. While no formal agreements have been made, Apple is evaluating production capabilities at facilities in the U.S., including Samsung's Texas plant and Intel's foundry operations.
- ▪Apple is in early talks with Intel and assessing Samsung Electronics' facilities to diversify chip production away from TSMC.
- ▪The company faces challenges in scale and consistency, as Intel and Samsung currently lack the manufacturing reliability of TSMC.
- ▪Apple's reorganization placed silicon development under Sri Santhanam, while Johny Srouji now leads the combined hardware division as Chief Hardware Officer.
- ▪Geopolitical tensions involving Taiwan and China are motivating Apple to reduce dependency on TSMC and shift some production to U.S.-based manufacturers.
- ▪Intel and Samsung would gain significant strategic advantages from securing Apple as a foundry customer, especially Intel under CEO Lip-Bu Tan's foundry expansion efforts.
Opening excerpt (first ~120 words) tap to expand
// Make sure that nineto5ads exists, it will load ad once google tag exists window.nineto5ads = window.nineto5ads|| []; if (typeof adSizes === 'undefined') { var adSizes = {"leaderboard":{"mobile":[[320,50],[320,100]],"tablet":[[728,90],[320,100]],"desktop":[[970,250],[728,90],[970,70],[970,90]]},"sidebar":{"mobile":[300,250],"desktop":[[300,600],[300,250]]}}; } function getLeaderboardApstagSlotsSizes() { if ( window.innerWidth < 768 ) { return adSizes.leaderboard.mobile; } else if ( window.innerWidth < 1024 ) { return adSizes.leaderboard.tablet; } else { return adSizes.leaderboard.desktop; } } window.nineto5ads.push(function() { apstag.fetchBids({ slots: [{ slotID: "div-gpt-ad-1436850350386-0", slotName: "\/1049447\/9to5mac-Top", sizes: getLeaderboardApstagSlotsSizes() }], timeout: 2e3…
Excerpt limited to ~120 words for fair-use compliance. The full article is at 9to5Mac.
Discussion
0 commentsMore from 9to5Mac
